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Your First Meeting With Carolina Capital Consulting, Inc.
Our first meeting with a new client is introductory in nature. It is an opportunity for the client to become familiar with our unique approach to improving his/her financial picture. We use the first meeting to gather the information we need to begin developing a financial plan for our new client.
The information-gathering process is expedited if the client has the following available at the first meeting:
- List of all assets (copies of investment statements are helpful)
- Detailed information on liabilities including balance, interest rate charged, and minimum monthly payments required
- Cash flow information (last 2 months` expense and income figures)
- Information on company-provided benefits (i.e., an employee-benefit handbook)
- Insurance contracts (i.e., auto, life, disability)
Generally, two to three weeks after the initial meeting, we hold a second meeting to review the written financial plan that we have developed. After we review this plan, we put together a timeline for implementing the plan.
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